Price
$48.23-6.75%Social Signal Score
Analyst Ratings
18 analystsRevenue
$3.44B+138.96%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Patrick Kelleher
- Sector
- Industrials
- Industry
- Integrated Freight & Logistics
- Employees
- 150,000
- Beta
- 1.54
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 1.53
Financials
Revenue
$3.44B+139.0%Net Income
$25.00MEBITDA
$188.00M+138.0%Free Cash Flow
$11.00MEPS (diluted)
$0.22Shares Outstanding (diluted)
115.72M+1.0%Operating Expenses
$295.00MCash & Debt
$769.00MReturn of Capital
$18.00MRevenue by Segment (annual)
$11.53BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $13.18B | $32.00M | $0.28 |
| 2024 | $11.71B | $134.00M | $1.12 |
| 2023 | $9.78B | $229.00M | $1.93 |
| 2022 | $8.99B | $197.00M | $1.68 |
| 2021 | $7.94B | $153.00M | $1.33 |
| 2020 | $6.20B | $-31.00M | $-0.27 |
| 2019 | $6.09B | $60.00M | $0.52 |
| 2018 | $6.07B | $70.00M | $0.61 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from GXO's reported EPS growth of -10.5% a year over 7 years.
- EPS in 5 years
- $0.16
- Implied price
- $2.86
- Return from $46.56
- -42.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1.42 — -96.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -20.5% | -53.1% | -51.0% | -49.2% | -47.6% | -46.1% |
| -15.5% | -50.2% | -47.9% | -46.0% | -44.3% | -42.8% |
| -10.5% | -47.2% | -44.8% | -42.8% | -41.0% | -39.4% |
| -5.5% | -44.3% | -41.7% | -39.6% | -37.7% | -36.0% |
| -0.5% | -41.3% | -38.6% | -36.4% | -34.4% | -32.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-28.57%Social Signal Score
Mentions (17)
- Newsglobenewswire.com·7d ago·Neutral
GXO and Columbia Sportswear Company Launch 10-Year Strategic Logistics Relationship in Europe Strategic partnership delivers operational continuity today and a multi-year plan to strengthen Columbia Sportswear's European supply chain PARIS, France, Sept. 29, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today announced the launch of a new 10-year strategic relationship with Columbia Sportswear Company, a global leader in outd…
View source ↗ - Newsglobenewswire.com·8d ago·Positive
GXO Strengthens Commercial Leadership in Aerospace & Defense to Accelerate Growth GREENWICH, Conn., Sept. 28, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today announced the appointment of Dan Davis as President of Aerospace & Defense, a newly created enterprise role focused on accelerating the Company's growth and strengthening its position in one of its most strategic growth verticals.
View source ↗ - Newszacks.com·10d ago·Neutral
GXO Pilots Global Labor Management System Ahead of 2027 Rollout GXO Logistics is piloting a global labor management system to standardize workforce planning, boost productivity and support a broader rollout in 2027.
View source ↗ - Newsglobenewswire.com·13d ago·Positive
GXO Begins Deployment of Labor Management System to Advance Productivity and Operational Excellence across Global Footprint Pilots across North America, Continental Europe and the UK & Ireland set foundation for rollout in 2027 GREENWICH, Conn., Sept. 23, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today announced global pilots of a new Labor Management System (LMS) designed to enhance workforce planning capabilities and op…
View source ↗ - News (RSS)investing·17d ago·Positive
GXO Logistics options sweep points to asymmetric bullish bet through January 2027
View source ↗ - Newsglobenewswire.com·19d ago·Neutral
GXO and Exotec Partner To Advance Fashion Fulfillment For Guess In The Netherlands A fully integrated Skypod® system processes up to 70,000 pieces per day, increasing throughput capacity and enabling GXO to scale operations for Guess across EMEA and Asia.
View source ↗ - News (RSS)seekingalpha·19d ago·Positive
GXO Logistics, Inc. (GXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newsseekingalpha.com·19d ago·Positive
GXO Logistics, Inc. (GXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript GXO Logistics, Inc. (GXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newsseekingalpha.com·26d ago·Positive
GXO Logistics, Inc. (GXO) Presents at Jefferies Global Industrials Conference 2026 Transcript GXO Logistics, Inc. (GXO) Presents at Jefferies Global Industrials Conference 2026 Transcript
View source ↗ - Newsglobenewswire.com·33d ago·Positive
GXO Expands Technology Organization To Enable Scale and Resilience and Accelerate Innovation Balaji Rangaswamy joins GXO in newly created role of Chief Information Officer Enhanced operating model to deliver two mandates: ensuring enterprise systems support growth at scale and resilience and accelerating GXO's innovation agenda GREENWICH, Conn., Sept. 03, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today announced an expans…
View source ↗ - Newsglobenewswire.com·34d ago·Positive
GXO Announces Participation in Upcoming Investor Conferences GREENWICH, Conn., Sept. 02, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today announced that company leaders will present at the following investor conferences:
View source ↗ - Newsgurufocus.com·34d ago·Positive
Is GXO Logistics Inc (GXO) a Bargain After 3.3% Drop? GF Value Says Undervalued On September 01, 2026, GXO Logistics Inc (GXO) shares fell 3.3%, bringing the current price to $46.17. The stock has experienced a challenging year, with a 52-w
View source ↗ - News (RSS)fortune·35d ago·Neutral
GXO CEO: Better robot hands, not Olympic-level humanoids, are what businesses really need Also: All the news and watercooler chat from Fortune.
View source ↗ - Newsglobenewswire.com·48d ago·Neutral
GXO and Arrow McLaren ready to race at the Freedom 250 Grand Prix GXO brand to be featured on all three Arrow McLaren Chevrolets at inaugural Freedom 250 Grand Prix of Washington, D.C. GREENWICH, Conn.
View source ↗ - Newsyoutube.com·55d ago·Neutral
GXO CEO Patrick Kelleher: Data centers are a big business, and they're growing for us GXO CEO Patrick Kelleher joins 'Squawk on the Street' to discuss ringing the NYSE opening bell, the logistics business, marking five years since the spinoff, data centers, and more.
View source ↗ - Newsseekingalpha.com·55d ago·Positive
GXO Logistics Is Gaining Business At Lower Incremental Margins, Signaling Model Challenges GXO Logistics reported 2Q26 results showing strong commercial wins but stagnant margins and minimal operating leverage. GXO's organic revenue grew 3.4%, but profits and margins remained flat, highlighting cost absorption issues despite new business signings. Management aspires to 6% EBIT margins, yet the current valuation already prices in this optimistic scenario at over 10x earnings.
View source ↗ - Newsmarketbeat.com·59d ago·Positive
GXO Logistics Q2 Earnings Call Highlights GXO Logistics NYSE: GXO reported second-quarter revenue of $3.4 billion, up 4% year over year and 3.4% on an organic basis, as the contract logistics provider pointed to its strongest commercial quarter in three years and reaffirmed its 2026 financial outlook.
View source ↗
Earnings
Tue, Nov 3(in 4 weeks)
Consensus estimate $0.87 per share
Typical surprise +4.8% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$0.59 vs $0.58beat
- Tue, May 5$0.50 vs $0.37beat
- Tue, Feb 10$0.87 vs $0.83beat
- Tue, Nov 4$0.79 vs $0.78beat
- Tue, Aug 5$0.57 vs $0.56beat
- Wed, May 7$0.29 vs $0.26beat
Estimates and results for GXO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by GXO officers and directors.
No open-market trades in the recent filings. All 100 recent Form 4 entries were share awards, option exercises or tax withholding — pay, not decisions to buy or sell.
100 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Lois Frankelhouse · FL21 · disclosed Aug 31, 2022 (35d later)Sell$1,001 - $15,000
- Lois Frankelhouse · FL21 · disclosed Jun 16, 2022 (22d later)Sell$1,001 - $15,000
- Lois Frankelhouse · FL21 · disclosed Jun 9, 2022 (43d later)Buy$1,001 - $15,000
- Frederick Stephen Uptonhouse · MI06 · disclosed Sep 28, 2021 (57d later)Sell$250,001 - $500,000
- Frederick Stephen Uptonhouse · MI06 · disclosed Sep 28, 2021 (57d later)Sell$250,001 - $500,000
- Lois Frankelhouse · FL21 · disclosed Aug 18, 2021 (14d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.